Project Management migration

Migrate from BrightWork to Microsoft Project

Field-level mapping, validation, and rollback between BrightWork and Microsoft Project. We move data and schema; workflows are rebuilt natively in Microsoft Project.

BrightWork logo

BrightWork

Source

Microsoft Project

Destination

Microsoft Project logo

Compatibility

36%

4 of 11

objects map 1:1 between BrightWork and Microsoft Project.

Complexity

BStandard

Timeline

4-6 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from BrightWork to Microsoft Project is a SharePoint-extraction-first migration because BrightWork has no public REST API—data lives inside SharePoint list structures (Project Areas, Tasks, RAID logs, Status Reports) and must be pulled via authenticated SharePoint session before re-materializing in Microsoft Project. We handle the SharePoint versioning quirks that affect column type serialization (Managed Metadata, Person fields, lookups), flag custom field type conflicts across Project Areas before import, and preserve predecessor relationships and task hierarchy. Microsoft Project does not have a native portfolio dashboard or structured status report—Portfolio Status Reports from BrightWork surface as project-level summary tasks or a written document for the PMO to rebuild post-migration. RAID logs (Risks, Assumptions, Issues, Dependencies) migrate as Notes, custom fields, or summary tasks depending on the target Project tier. BrightWork workflows, Power Automate flows tied to SharePoint, and SharePoint permission structures do not migrate; we deliver a written inventory of these for the customer's admin to rebuild.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

BrightWork logo

BrightWork

What's pushing teams away

  • Some customers find BrightWork too tightly coupled to SharePoint—upgrades, permissions management, and site administration become complex and require SharePoint expertise.
  • G2 reviewers note that BrightWork provides only marginal improvements over vanilla SharePoint, leading teams to question the value of the premium over a well-configured SharePoint intranet.
  • Customers report that many financial and advanced reporting features are locked behind higher pricing tiers, making the entry-level plan limiting for mid-sized PMOs.
  • Organizations outgrowing SharePoint-native project management look for platforms with stronger native API support, more modern UX, and built-in resource management.

Choosing

Microsoft Project logo

Microsoft Project

What's pulling them in

  • Organizations already running Microsoft 365 and Azure AD adopt Microsoft PPM because it slots into existing identity, Teams, and SharePoint infrastructure without requiring a separate identity provider or SSO vendor.
  • Enterprise PMOs choose it for critical-path scheduling, baseline comparison, cross-project dependencies, and resource utilization reporting that standalone PM tools cannot replicate at this depth.
  • Project Online's integration with Power BI gives portfolio-level dashboards and cost-rollup reporting that satisfies executive governance requirements without third-party BI tooling.
  • Government, financial services, and healthcare organizations select it because FedRAMP, ISO 27001, and SOC 2 compliance certifications meet enterprise procurement requirements out of the box.
  • Large IT departments default to it as the market-leader in project portfolio management software, often driven by corporate licensing agreements that bundle it with other Microsoft 365 seats.

Object mapping

How BrightWork objects map to Microsoft Project

Each row shows how a BrightWork object lands in Microsoft Project, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

BrightWork

Project

maps to

Microsoft Project

Project (MPP file or Project Online Project Site)

1:1
Fully supported

BrightWork Projects map directly to Microsoft Project plan files or Project Online project sites. We preserve project name, description, planned start, planned finish, and the Project Manager from the SharePoint Project Area's site permissions. The Project Manager email is recorded in a Project-level custom text field because MS Project does not store a PM as a typed User field at the project level.

BrightWork

Program

maps to

Microsoft Project

Multiple MPP files or Project Online sites (no native Program object)

1:many
Fully supported

BrightWork Programs group multiple Projects and roll up to a portfolio-level Status Report. Microsoft Project has no native Program object. We split the Program into separate MPP files (one per child Project) and create a Program-level master summary document listing all child projects, their statuses, and their owners. The customer uses the master document or a SharePoint site as the Program container post-migration.

BrightWork

Task

maps to

Microsoft Project

Task

1:1
Fully supported

BrightWork Tasks map 1:1 to Microsoft Project Tasks with name, start date, finish date, duration, percent complete, priority, and assigned owner preserved. Predecessor links from BrightWork's predecessor field migrate to the predecessor column in MS Project using the standard FS/SS/FF dependency notation. Parent-child task hierarchy (WBS) is preserved by maintaining the outline level from SharePoint.

BrightWork

Portfolio Status Report

maps to

Microsoft Project

Summary Tasks or External Document

lossy
Fully supported

BrightWork aggregates project status into portfolio-level Status Reports with health indicators, milestone summaries, and issue flags. Microsoft Project does not have a native status report object. We extract each Status Report as a structured JSON summary and write it as a summary task at the top of each child project's MPP file, with health and RAG status in custom fields. A separate written status report register is delivered for the PMO admin to rebuild as a Power BI dashboard or SharePoint page.

BrightWork

RAID Log: Risk

maps to

Microsoft Project

Custom Fields or Task Notes

1:many
Fully supported

BrightWork Risks are structured list items with owner, probability, impact, and mitigation fields. Microsoft Project has no native Risk object. We merge all Risks into the destination Project by creating custom text fields (Risk Owner, Risk Probability, Risk Impact, Mitigation Plan) and populating them on the relevant summary task, or by attaching a Risks.docx export as a document link. The customer chooses strategy during scoping.

BrightWork

RAID Log: Issue

maps to

Microsoft Project

Task Notes or Custom Fields

1:many
Fully supported

BrightWork Issues are structured list items with owner, priority, status, and resolution fields. We merge Issues into the destination Project by creating custom fields (Issue Owner, Issue Priority, Issue Status, Resolution) on the affected task, or by attaching an Issues.docx export. This mirrors the Risk approach for consistency.

BrightWork

RAID Log: Assumption

maps to

Microsoft Project

Task Notes (text)

1:many
Fully supported

BrightWork Assumptions are typically free-text or single-field list entries. We attach Assumptions as formatted Notes on the related task or on a dedicated Summary task for the project. There is no native Assumption object in Microsoft Project.

BrightWork

RAID Log: Dependency

maps to

Microsoft Project

Predecessor Links or External Task

lossy
Fully supported

BrightWork Dependencies track cross-project or external linkages. Internal predecessor links migrate as MS Project predecessor relationships. External dependencies (where the target project is not in the migration scope) migrate as a text custom field External Dependencies listing the target system and project name for manual rebuild in MS Project.

BrightWork

Custom Fields

maps to

Microsoft Project

Enterprise Custom Fields or Inline Custom Fields

lossy
Mapping required

BrightWork custom fields are SharePoint list columns defined per Project Area, which means the same field name may have different data types across projects (for example, Project A defines Priority as a Choice field; Project B defines Priority as a text field). We export the column definitions for each Project Area, identify type conflicts across the migration scope, and surface them for customer resolution before import. Where types align, we create matching MS Project Enterprise custom fields. Where they conflict, we default to text.

BrightWork

Attachment

maps to

Microsoft Project

Document Link or External File Reference

1:1
Fully supported

BrightWork stores file attachments in SharePoint document libraries within each Project Area. We extract the binary files and produce a document register mapping each file to its parent task (or project) and the SharePoint path. During import, we place files in a shared network location or SharePoint Online library and link them from MS Project via the Hyperlinks field or a document reference custom field. We do not embed binary files directly into MPP files.

BrightWork

Time Entry

maps to

Microsoft Project

Task Actual Work or Assignment

1:1
Fully supported

BrightWork time entries log hours against Tasks with date and user association. Microsoft Project stores work on task assignments (Assignment Actual Work field) rather than as standalone time entry records. We map each time entry to the corresponding task assignment and set the Actual Work and Actual Start fields. If the destination is Project Online, we also write to TimesheetMyTasks to surface entries in the Project Online timesheet experience.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

BrightWork logo

BrightWork gotchas

High

No public REST API for programmatic data access

Medium

SharePoint versioning can break list export formats

Medium

Custom fields are SharePoint list columns, not a defined schema

Microsoft Project logo

Microsoft Project gotchas

High

Project for the web is being retired and merged into Microsoft Planner

Medium

Planner-tier portfolio features are incomplete despite Plan 5 labeling

Medium

Web app constraint controls are weaker than the Windows desktop client

High

Project requires a separate license not bundled with standard Microsoft 365

Medium

Project Online API is edition-gated and inconsistently documented

Pair-specific challenges

  • No public REST API means SharePoint extraction is the only migration path

    BrightWork does not publish a REST API. All data extraction runs through SharePoint list queries using authenticated session credentials against each Project Area site. We detect SharePoint version (2019 on-premise versus SharePoint Online/Microsoft 365) during scoping because column type serialization differs—Managed Metadata term store fields, Person or Group fields, and lookups serialize differently. We apply version-specific extraction logic and either map complex field types to text equivalents or preserve them as structured JSON where the destination supports it. This extraction method requires read access to every Project Area site in scope, which must be provisioned before migration begins.

  • Cross-Project Area custom field type conflicts must be resolved before import

    BrightWork custom fields are SharePoint list columns defined per-project, not globally. If two Project Areas define a field with the same name but different data types (one as a Choice list, one as free text; one as a number, one as a date), we cannot automatically create a matching MS Project custom field. We export the column schema for every Project Area, build a unified field conflict matrix, and surface each conflict for customer resolution before any data loads. If conflicts are not resolved, we default to text-type custom fields, which may require post-migration cleanup.

  • Microsoft Project has no native portfolio object or structured status report

    BrightWork Programs roll up to a portfolio-level Status Report with health indicators and milestone summaries. Microsoft Project has no equivalent—managing 20 projects requires opening 20 separate MPP files. We split Programs into individual MPP files and deliver a written Program register and Status Report summary document. The customer rebuilds the portfolio dashboard in Power BI, a SharePoint page, or a Project Online workspace. This is a structural limitation of Microsoft Project, not a data loss issue, but it requires the customer's PMO to redesign their executive reporting workflow post-migration.

  • SharePoint permissions and groups do not map to MS Project resource assignments

    BrightWork controls access via SharePoint site permissions and groups (Project Area visitors, members, owners). Microsoft Project stores resource assignments as task-level Owner or Resource fields within the MPP file, not as a permissions model. We extract the Project Manager from SharePoint site permissions and write it to a custom Project Manager text field, but SharePoint group memberships do not translate to a resource pool or resource assignments in MS Project. The customer's admin rebuilds the resource pool in MS Project if resource management is required.

  • BrightWork Power Automate flows and SharePoint workflows do not migrate

    BrightWork 365 uses Power Automate for workflow automation. BrightWork on SharePoint (the source in this migration) may have SharePoint Designer workflows or Power Automate flows attached to Project Area lists. These do not migrate to Microsoft Project because MS Project (both Desktop and Online) does not have a native workflow or automation execution model. We deliver a written inventory of every active Power Automate flow and SharePoint workflow with its trigger, conditions, and actions, flagged for the customer's admin to rebuild using Project Online's demand management features or Power Automate attached to Project Online sites.

Migration approach

Six steps for a successful BrightWork to Microsoft Project data migration

  1. SharePoint access provisioning and version detection

    We confirm access to every BrightWork Project Area SharePoint site in scope and detect the SharePoint version (SharePoint Online/Microsoft 365 or SharePoint 2019 on-premise). We export the column schema for every SharePoint list (Tasks, RAID logs, Status Reports, custom lists) and the document library structure for attachments. If any Project Area site is inaccessible, we surface the gap for the customer's SharePoint admin to grant read access before extraction begins.

  2. Schema extraction and custom field conflict analysis

    We extract all list column definitions (field names, data types, required flags, default values) for every Project Area. We build a unified field map collapsing duplicate field names across Project Areas and flagging type conflicts. We present the conflict matrix to the customer's PMO lead and agree on a resolution strategy: default to text for conflicting fields, or skip conflicting fields and note them in the gap report. We also extract RAID log schemas (Risks, Assumptions, Issues, Dependencies) to design the target custom field structure in MS Project.

  3. Data extraction and transformation

    We extract all task records, predecessor links, RAID log entries, time entries, and Status Report data from SharePoint lists via authenticated session queries. We transform the extracted data into MS Project-compatible column mapping, resolve the parent-child outline levels from SharePoint, and map predecessor field values to MS Project predecessor notation. For attachments, we extract binary files and build a document register mapping each file to its parent task and the SharePoint source path. The extraction produces a structured staging dataset ready for MS Project import.

  4. Custom field creation and program splitting

    For each target MPP file or Project Online site, we create the MS Project custom fields (using Enterprise custom fields if the destination is Project Online) matching the resolved field map. We split Programs into individual project files and generate the Program master register. We set up the MS Project resource pool if the customer has an existing Project Online resource management setup; otherwise we create a resource sheet within each MPP file. We apply the RAID log strategy (custom fields or Notes) agreed in scoping.

  5. Staging import and reconciliation

    We import the transformed dataset into a staging MS Project environment—either a set of test MPP files or a non-production Project Online instance. We reconcile record counts against the source extraction log: tasks in, parent-child relationships intact, predecessors resolved, RAID entries attached, attachments registered. We spot-check 25-50 records for field-level accuracy against the SharePoint source. The customer's PMO lead reviews and signs off the staging result before production migration begins.

  6. Production import and document delivery

    We run the production import in dependency order: Project summary records, then Tasks with predecessor links and assignment data, then RAID log entries, then time entries, then document register. Each phase emits a row-count reconciliation report. We deliver the final set of MPP files (or Project Online project sites) alongside the Program master register, Status Report summary document, RAID export documents, and attachment register. We deliver the Power Automate and SharePoint workflow inventory for admin rebuild. We do not migrate SharePoint permissions or resource pools as these require manual rebuild in MS Project.

Platform deep dives

Context on both ends of the pair

BrightWork logo

BrightWork

Source

Strengths

  • Built natively on SharePoint and Microsoft 365, leveraging existing Office permissions and SharePoint site infrastructure.
  • Portfolio-level dashboards that aggregate status across multiple projects for executive reporting without manual data consolidation.
  • Pre-built project and program templates (including PMBOK-aligned life cycle phases) that accelerate onboarding for new project managers.
  • RAID log management (Risks, Assumptions, Issues, Dependencies) built into the project template with structured tracking fields.
  • Flexible deployment options supporting both on-premise SharePoint and Microsoft 365 cloud environments.

Weaknesses

  • No publicly documented REST API—the primary migration path is SharePoint list export/import, limiting automation and increasing manual effort.
  • No transparent public pricing; prospective customers must contact sales, making budget planning difficult without a discovery call.
  • Very small review corpus on major platforms (2 reviews on G2) makes independent quality assessment challenging.
  • The product adds significant value only within a Microsoft-centric environment, making it a poor fit for organizations with mixed or open-source tooling stacks.
  • SharePoint permissions and site structure add administrative complexity that many customers find disproportionate to the project management features gained.
Microsoft Project logo

Microsoft Project

Destination

Strengths

  • Deep critical-path scheduling with baseline comparison and cross-project dependency tracking unmatched by lighter PM tools.
  • Native Azure AD authentication, Teams integration, and Power BI reporting sit on infrastructure enterprises already license and manage.
  • Enterprise governance controls including demand intake workflows, resource request approval, and portfolio-level capacity analysis.
  • Supports both Waterfall and Agile methodologies within the same project, accommodating hybrid delivery teams.
  • Scalable from Project Plan 1 for small teams to Project Server on-premises for regulated industries with strict data-sovereignty requirements.

Weaknesses

  • Ease-of-use scores trail the category average by a wide margin; onboarding friction frustrates new users consistently across G2 and Capterra reviews.
  • Pricing ranks 42nd of 49 tools in its category — the total cost of ownership including IT administration and training is rarely recovered for small or mid-market teams.
  • No built-in client portal, external stakeholder sharing, or proofing workflow, limiting use cases to internal PMO environments only.
  • The web interface (Project for the web / Planner Premium) has materially weaker constraint controls and resource auto-leveling than the Windows desktop client.
  • Project for the web is being consolidated into Microsoft Planner, creating uncertainty about which product tier will host project portfolio data long-term.

Complexity grading

How hard is this migration?

Standard Project Management migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across BrightWork and Microsoft Project.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    BrightWork: Not publicly documented.

  • Data volume sensitivity

    B

    BrightWork doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your BrightWork to Microsoft Project migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about BrightWork to Microsoft Project data migrations

Answers to the questions buyers ask most during BrightWork to Microsoft Project migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Most migrations land between four and six weeks for organizations with under 2,000 tasks across all Project Areas, clean SharePoint list schemas, and no cross-Project Area custom field type conflicts. Migrations with SharePoint 2019 on-premise extraction, large RAID log volumes, or Programs requiring multiple MPP file assembly move to eight to twelve weeks because of extraction complexity, conflict resolution scoping, and staging validation rounds.

Adjacent paths

Related migrations to explore

Ready when you are

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